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Johnson Financial Group Inc (Wisconsin)’s Phreesia PHR Stock Holding History

Johnson Financial Group Inc (Wisconsin)’s Portfolio PHR Stock Details PHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-1,462
Closed -$37.4K – 860
2025
Q1 		$37.4K Buy
1,462
+331
+29% +$9K ﹤0.01% 658
2024
Q4 		$32.2K Buy
1,131
+896
+381% +$19.1K ﹤0.01% 550
2024
Q3 		$5.36K Buy
+235
New +$5.5K ﹤0.01% 775

Other funds holding PHR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Johnson Financial Group Inc (Wisconsin)'s PHR Position: Q2 2025 in Review

Johnson Financial Group Inc (Wisconsin) sold out of Phreesia (PHR) in Q2 2025, closing a stake of 1,462 shares — an estimated $37.4K sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in PHR in Q3 2024 and held it in 3 quarters. The position peaked at $37.4K in Q1 2025. 223 funds tracked by Wall St. Rank hold PHR as of Q2 2025.

  • Johnson Financial Group Inc (Wisconsin) reported no remaining Phreesia position as of Q2 2025 after selling out during the quarter.
  • Johnson Financial Group Inc (Wisconsin) sold 1,462 Phreesia shares in Q2 2025, an estimated $37.4K.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in Phreesia in Q3 2024 and held it in 3 quarters.
  • Johnson Financial Group Inc (Wisconsin)'s Phreesia position peaked at $37.4K in Q1 2025.
  • 223 funds tracked by Wall St. Rank held Phreesia as of Q2 2025.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q2 2025, filed 13 Aug 2025.